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Porter White Investment Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Porter White Investment Advisors’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Buy
97,595
+3,348
+4% +$140K 1.55% 15
2026
Q1 		$3.93M Buy
94,247
+4,885
+5% +$205K 1.57% 15
2025
Q4 		$3.71M Buy
89,362
+15,852
+22% +$667K 1.52% 15
2025
Q3 		$3.1M Buy
73,510
+25,500
+53% +$1.07M 1.33% 15
2025
Q2 		$2.01M Buy
48,010
+2,838
+6% +$118K 0.93% 17
2025
Q1 		$1.9M Buy
45,172
+15,022
+50% +$620K 0.94% 16
2024
Q4 		$1.22M Buy
30,150
+4,680
+18% +$193K 0.62% 17
2024
Q3 		$1.08M Buy
25,470
+7,591
+42% +$316K 0.54% 19
2024
Q2 		$730K Buy
17,879
+1,033
+6% +$42.2K 0.39% 25
2024
Q1 		$695K Buy
+16,846
New +$691K 0.37% 25

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Porter White Investment Advisors's DFIP Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 3.6% in Q2 2026, buying an estimated $140K and bringing the position to 97,595 shares worth $4.03M. The position accounts for 1.55% of the portfolio, ranked #15.

Porter White Investment Advisors first reported a position in DFIP in Q1 2024 and has held it in 10 quarters since. 100 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Porter White Investment Advisors held 97,595 shares of Dimensional Inflation-Protected Securities ETF worth $4.03M as of Q2 2026.
  • Porter White Investment Advisors bought 3,348 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $140K.
  • Dimensional Inflation-Protected Securities ETF made up 1.55% of Porter White Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Porter White Investment Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and has held it in 10 quarters since.
  • 100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.